JANA Partners Management, LP LW — LAMB WESTON HLDGS INC

Ownership history in JANA Partners Management, LP  ·  7 quarters on record

AI Ownership Summary

JANA Partners Management, LP reported LAMB WESTON HLDGS INC (LW) in 7 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 23.44% in 2024 Q4. The latest visible filing shows LW at 10.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JANA Partners Management, LP's position in LAMB WESTON HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LW was reported at 10.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LW stock page JANA Partners Management, LP fund profile JANA Partners Management, LP full holdings
How JANA Partners Management, LP held LW — position size vs. price
% of Fund (quarterly)    LW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 5,008,635 — 0% 10.92% $209.8M 2026-02-14 (Est.) $49.82
2025 Q3 REDUCED 30.7% -27.5% ✅ 5,008,635 -2,223,584 -30.7% 14.08% $290.9M 2025-11-14 $56.54
2025 Q2 REDUCED 9.4% +8.1% ❌ 7,232,219 -753,207 -9.4% 18.83% $375.0M 2025-08-14 $54.05
2025 Q1 ADDED — — — 7,985,426 +854,087 +12.0% 21.98% $425.6M 2025-05-15 $50.73
2024 Q4 ADDED — — — 7,131,339 +4,829,339 +209.8% 23.44% $476.6M 2025-02-14 $56.85
2024 Q3 REDUCED 34.7% +0.8% ❌ 2,302,000 -1,224,754 -34.7% 7.74% $149.0M 2024-11-14 $77.73
2024 Q3 INITIATED — — — 3,526,754 — — 11.85% $228.3M 2024-11-14 $77.73

🏢 Other funds also holding LW

As of 2026 Q1 — sorted by position size

Douglas Lane & Associates, LLC 3Y 7Y 0.87% STALEY CAPITAL ADVISERS INC 3Y 7Y 0.75% BLUEFIN CAPITAL MANAGEMENT, LLC 3Y 0.69% KEATING INVESTMENT COUNSELORS INC 3Y 7Y 0.58% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.32% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.29% Leeward Investments, LLC - MA 3Y 0.27% Yorktown Management & Research Co Inc 3Y 7Y 0.25% SAXON INTERESTS, INC. 3Y 0.24% Exeter Financial, LLC 3Y 7Y 0.22%

FAQ About JANA Partners Management, LP and LW

These are the practical questions this page is built to answer before you even open the full history table.

How long has JANA Partners Management, LP reported owning LW?

JANA Partners Management, LP reported LW across 7 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LW position in JANA Partners Management, LP's portfolio?

The largest reported portfolio weight for LW was 23.44% in 2024 Q4.

What is the latest reported LW position on this page?

The most recent filing on this page is 2025 Q4, when JANA Partners Management, LP reported 5,008,635 shares, equal to 10.92% of portfolio, with an estimated market value of $209.8M.

What does the chart on this LW ownership page compare?

The chart compares JANA Partners Management, LP's quarterly LW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JANA Partners Management, LP time their LW position?

Based on 13F filing dates vs. subsequent LW price moves, JANA Partners Management, LP correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on LW relative to SPY over the holding period was -38.0%.

← Back to JANA Partners Management, LP Holdings